Ethernity Networks Share Discussion Threads

[thesaint5] 29/6/2022 09:34

Don't forget Purchase at the Top who's also guided many down the wrong path, even bringing in others from other shares.

Both posters offer good research, problem is the speculation side of that research which is dangerous and misleading as more often then not it turns out to be nothing more then hot air.

Stick to what is contained only within RNS, speculation is just hype without substance.

[504] 29/6/2022 08:57

If you cannot see the opportunity then you will miss out. I don't care either way.
In 6 months you will look back on 15p as a gift. The goal is the lowest entry and the highest exit. The share price is at the mercy of a volume seller or two. Until news it is how it is. This is how the illiquid share is driven.
Ethernity expects sales from their production when that happens the price will rise.
There has been strong news ignored by the market already but that cannot continue.

[cyberbub] 28/6/2022 22:10

Obviously Mr Market frequently gets prices wrong. If Mr Market was always right then no one would gain or lose money, and there would be essentially no stock market!The question is only whether Mr Market is right or wrong this time.

[dplewis1] 28/6/2022 21:45

It's not 14p though, it's actually 25p it's just that the market has got it wrong..

[thesaint5] 28/6/2022 21:09

Post 4900 back in early Feb I suggested 14p target.

Nothing to do with signals, just proper charting before anyone gets over excited.

[dplewis1] 28/6/2022 20:34

Maybe you missed the last 8 months, Ethernity don't to transformational events.

[504] 28/6/2022 20:16

dplewis. I am only interested in the daily chart. I don't use chart signals. They are completely irrelevant to this situation. This is not ongoing it's a completely new market opening. Charts look backwards.
dplewis you are so bitter and twisted, really pathetic

[504] 28/6/2022 20:14

This was a major disclosure that should have tipped the market to what is about to happen.

"Perhaps the most significant observation I can make about WISPAmerica regards Ethernity’s penetration into this market. At one point, I was able to wander the tradeshow floor to gain a sense of who was in attendance and who were the major manufacturers catering to this industry. Around every corner, seemingly, there was another Ethernity customer. There were fixed wireless access customers and there were wireless backhaul customers. In fact, my rough estimate was that Ethernity’s technology can already be found in about 50% of the OEMs who were exhibiting at WISPAmerica!

In other words, Ethernity is in the right place at the right time to supply the best-in-class technology and products to an industry that is eager to embrace disaggregated networking"

These markets really are opening now after 3 years waiting.

[dplewis1] 28/6/2022 20:10

TracyLied and lied and lied and lied and lied. You have mentioned charts, you can't even remember what you've lied about now it's so normal. At least you've got a bit of action on the chat board now, must make life in the caravan a bit more exciting.

[504] 28/6/2022 19:51

Kcowe I never mentioned charts. They are nonsense.
The chart simply looks backwards. The share price today is only relevant if you buy or sell. It is in no way a measure of the products or the market.
The relevant points are the difference between the share price and the potential near term. So when you get news like we did on the 13th June which was a major derisk on delays value should have been added. Maybe 25%. However it was not added, the derisk was followed by a share price drop
So either it was overvalued and still correcting or the market didn't value the news.

Ethernity has never delivered on time before. This statement with it was probably the most understated way to summarise
Ethernity VP R&D Shavit Baruch said: "The move to the manufacture and supply of the UEP module for our OEM customer is a significant achievement. Furthermore, the completion of the integration of the UEP2025 is a significant milestone, opening the doors for deliveries into multiple sectors of the 5G infrastructure market that were previously unavailable to the Company's sales efforts."

Opening the doors for deliveries into multiple sectors. Sounds like they expect some volume.

"now moving it to the initial production stage, wherein it will undergo prescheduled testing with potential customers, followed by targeted volume availability in Q4 2022"

So the market missed this key piece of news. On time for delivery "targeted" so into orders. Cementing the expectation of orders.
At the same time XGS-PON shipping Q4 of the first scheduled production on the $3m initial contract.

These are the 3 years delayed business model actually delivering and the share price is rock bottom. I expect these events to create a strong H2 news flow. I also expect multiple future production orders for UEP.

So what's changed. The product is now mass production ready. Not as an adaptable product with a 12-18 month R&D window this is ready for delivery white box. This model is a high volume tech model not 1000 units but replicated many times. Indoor unit, globally maybe 10 million units over 6-8 years for basic indoor 5g. The numbers are huge. Just because Barry from Birmingham can't see it doesn't mean a thing
Soon everyone will see it.

[kcowe] 28/6/2022 19:32

504 will disagree ..charts are use less its the business that counts .. I agree with you .. the language of a chart tells a collective story of the emotional collective .. bulls and bears .. both push too hard and over shoot ... get 5g outa the way ...

[thesaint5] 28/6/2022 19:24

3rd May (post 7185) and prior to that I mentioned the possibility of this falling down as low as 14p, potentially lower before turning to the upside.

Sadly there's a lot of talk by certain individuals but news coming from company is not backing up that hot air, those individuals have cost a lot of investors a lot of money.

That said around here should see a reversal, although it certainly isn't without risks with what is happening in the world with regard sanctions etc so manage your risk is what I would do in similar position.

Chart link below for those interested and I sincerely hope all get at least your money back in the very near term. Good luck.

[astralvision] 28/6/2022 17:27

Thanks for the explanation Garth. Vaguely remember PIC but I was not an investor, but I like your recovery story.ENET isn't the easiest of propositions to get your head around and sometimes not helped by management, even when they try. But I remain optimistic, this share price decline doesn't alter the story at all. I'm a buyer at these levels, not a seller.atb

[504] 28/6/2022 16:38

One RNS changes everything. Once it turns with sales news most will have to wait on 5g IF for liquidity. Once news starts I suspect that we'll see similar on several strands of the business. Once they commit to UEP they commit to DU to UPF. All or nothing.
Currently nothing but we don't invest for today.

Vote it down but it doesn't make it not true. We knew everything would be H2. When we have commitment over open 5g networks our OEMs will pick up sales. 50%+ are using Ethernity technology so it's not going to be long before contracts for the OEMs are secured. Initial production now of UEP 2025 and XGS-PON with $3m already sold. Shipping Q4. I suggest that it will take very little to turn this chart. That's how it is

[purchaseatthetop] 28/6/2022 16:32

Messy day and my average remains mid 30s so I am brutalised. Horrible. But that point earlier on it spot on. I bought at what I felt was a good price. Turns out that lots of others have felt that a much lower price was a good price to sell. That was their decision.

I think we are on the cusp of great things here but fully respect others right to laugh and point and say rude things. It really does not bother me.

Roll on 1/7 when the window opens.

[garth] 28/6/2022 16:17

Sorry Astralvision - I had in my head that you had been a Pace Micro investor back in the day as it made a slow decline from a dotcom boom £12+ all the way down to 13p.

Eventually recovered from 13p to over £4 before getting taken out. I did fairly well out of PIC having started buying in the 20p's - but for a while it looked like a painful paper loss.

I was just chewing over whether there was a similar story likely to unfold here. I am under water by a similar %. Trouble is, I knew PIC better than I know ENET when judging the potential for a good outcome.


G.

[astralvision] 28/6/2022 15:44

Not familiar with PICAs to where the bottom is re ENET, who knows, none of us does. But this company is now valued at c £11m. They are spending £5m a year on R&D. Price/Research Ratio of c 2. They have sufficient ash through to profitability, according to the recent brokers note. They have orders for $4.5m for this year and c double that for next year. The business is growing. The principals have bought £450k of shares over the last few years.Is their value here? Yes, imo, definitely so.Is this the bottom? That would be a pure guess and , imo, not that interesting.

[garth] 28/6/2022 15:33

Astral,

This feeling like PIC on its way to 13p...

Any thoughts?

G.

[504] 28/6/2022 15:33

Nearly 30k for me today. Tomorrow is another day.

For those that believe that the share price is everything I fear you are lost already.

[astralvision] 28/6/2022 15:29

kcoweBB's can be useful things, I'm certainly not denying that. But I don't rely on them fir my investment decisions or blame others if their view was wrong.I don't like the current sp, but I'm totally relaxed as to invest here was 100% my decision. I might get it wrong or right, but that's investing for you. I happen to think this will come right, I'm not seeing any evidence that it won't, in fact to the contrary, I don't believe the current share price reflects the prospects or value, hence I'm happy to add as and when.Suggest you chill out a bit, it's only money!

[kcowe] 28/6/2022 15:28

I could buy em all back .. but will wait n see ..if an rns comes stating excellent future with multiple orders .. I obviously would have to pay a huge premium.. happy to do that ..Till thenas 5G can manipulate shareprice at will .. as illiquid and fearful market we live in can make the short term price uncomfortable .